The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.
The war in Ukraine is causing a major supply shock layered onto an existing one, and we see it resulting in higher inflation and lower growth, especially in the euro area. This puts central banks in a bind: Trying to contain inflation will be more costly, and they can’t cushion the growth shock.
Events in Ukraine will continue to be a key driver for investor sentiment, with markets likely to see-saw on any meaningful news. It is a busy week for central banks too, with the Fed policy meeting on Wednesday, Bank of England on Thursday and Bank of Japan on Friday.
Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go.
As geopolitical tensions escalate across the globe, our UK Equity team provides its insights into Russia’s invasion of Ukraine and the implications for UK-listed companies.
Government bonds have shown some traditional diversification properties since Russia’s invasion of Ukraine last month. Yet our work shows that government bonds historically offer less diversification during periods of supply-driven inflation.
Soaring commodity prices and the commensurate inflationary impact is alarming investors. The fear is that European consumer confidence and spending will be hit, and we find ourselves in a stagflation environment, with stagnating economic growth (or recession) and soaring inflation.
As western governments advise citizens to leave Ukraine, we consider how investors can ride out geopolitical events involving conflict. Dan Kemp, Morningstar Investment Management global chief investment officer, says there are four ways investors typically handle geopolitical risks. Some of them are wiser than others.
Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, recently shared his thoughts around the situation in Ukraine and the implications for the global economy and capital markets. Here are some highlights of his views.
The rapid escalation between Russia and Ukraine has dramatically shifted investor sentiment. We are witnessing a meaningful setback in key financial markets, prompting volatility and negative speculation. This is normal amid uncertainty, but it is worth stepping back to understand the fundamentals of the situation.
The sooner you start managing your money, your way, using the best-in-class tools, the sooner you’ll see results. Sign up and open your account for free, within minutes.
You are leaving medirect.com.mt
Please be aware that the external site policies, or those of another MeDirect website, may differ from this website’s terms and conditions and privacy policy. The next website will open in a new browser window or tab.
Note: MeDirect is not responsible for any content on third party sites, nor does a link suggest endorsement of those sites and/or their content.
We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.
For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.